Source: https://sprinto-test.docs-staging.pageloop.ai/policies/dashboard-actions

# Dashboard Actions

Perform key actions to create, manage, review, and monitor your organisation’s policies from a single unified dashboard.

The **Dashboard Actions** section in the Policies module brings together all the tools required to keep your documentation up to date, review-ready, and audit-compliant. Whether you’re drafting a new policy, mapping controls, sending acknowledgement requests, or setting up recurring checks, this is where all operational actions begin.

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### **What you can do from the dashboard**

| Action          | Description                                                                                                                     |
| --------------- | ------------------------------------------------------------------------------------------------------------------------------- |
| **Create**      | Add new policies, procedures, and documents using templates, built-in editors, uploads, or syncs from Confluence or SharePoint. |
| **Manage**      | Edit, version, disable, and review the lifecycle of existing documents. Assign reviewers and track version history.             |
| **Review**      | Enable collaborative comments and feedback using the reviewer workflow. Approvers can finalise and publish documents.           |
| **Map**         | Link documents to compliance controls for audit evidence and framework alignment. Use manual or AI-assisted mapping.            |
| **Acknowledge** | Send requests for staff acknowledgement and track completion across teams. Supports onboarding and periodic use cases.          |
| **Monitor**     | Set up recurring checks tied to policy tasks and track their health over time using the Monitoring tab.                         |

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### **When to use dashboard actions**

Use these actions during:

- Initial framework setup and policy rollout
- Quarterly or annual policy reviews
- Staff onboarding and compliance training
- Pre-audit evidence preparation